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OneDigital Investment Advisors’s Healthpeak Properties DOC Stock Holding History

OneDigital Investment Advisors’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Buy
15,376
+493
+3% +$9.2K ﹤0.01% 1253
2026
Q1 		$245K Buy
14,883
+2,166
+17% +$37.1K ﹤0.01% 1294
2025
Q4 		$204K Sell
12,717
-2,415
-16% -$42.6K ﹤0.01% 1440
2025
Q3 		$290K Buy
15,132
+2,092
+16% +$37.5K ﹤0.01% 1204
2025
Q2 		$228K Sell
13,040
-604
-4% -$10.7K ﹤0.01% 1318
2025
Q1 		$276K Sell
13,644
-6,950
-34% -$141K ﹤0.01% 1152
2024
Q4 		$417K Buy
20,594
+266
+1% +$5.76K ﹤0.01% 962
2024
Q3 		$465K Buy
20,328
+4,315
+27% +$93K 0.01% 963
2024
Q2 		$314K Buy
16,013
+5,654
+55% +$108K ﹤0.01% 1088
2024
Q1 		$194K Buy
+10,359
New +$188K ﹤0.01% 1044
2022
Q2 		– Sell
-7,549
Closed -$259K – 733
2022
Q1 		$259K Buy
7,549
+358
+5% +$12.1K 0.01% 641
2021
Q4 		$260K Buy
7,191
+91
+1% +$3.14K 0.01% 638
2021
Q3 		$238K Sell
7,100
-1,800
-20% -$63.7K 0.01% 630
2021
Q2 		$296K Buy
8,900
+1,700
+24% +$57.1K 0.01% 560
2021
Q1 		$229K Buy
7,200
+200
+3% +$6.07K 0.01% 578
2020
Q4 		$212K Sell
7,000
-539
-7% -$15.7K 0.01% 582
2020
Q3 		$205K Sell
7,539
-179
-2% -$4.91K 0.01% 547
2020
Q2 		$213K Buy
+7,718
New +$197K 0.02% 531
2020
Q1 		– Sell
-7,718
Closed -$266K – 579
2019
Q4 		$266K Hold
7,718
– – 0.02% 447
2019
Q3 		$275K Sell
7,718
-171
-2% -$5.77K 0.02% 407
2019
Q2 		$252K Buy
+7,889
New +$245K 0.02% 368
2018
Q4 		– Sell
-512
Closed -$13K – 1149
2018
Q3 		$13K Sell
512
-1,027
-67% -$27K ﹤0.01% 771
2018
Q2 		$40K Hold
1,539
– – 0.01% 568
2018
Q1 		$36K Hold
1,539
– – 0.01% 607
2017
Q4 		$40K Hold
1,539
– – ﹤0.01% 573
2017
Q3 		$43K Hold
1,539
– – 0.02% 420
2017
Q2 		$49K Buy
+1,539
New +$48.8K 0.01% 481

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OneDigital Investment Advisors's DOC Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Healthpeak Properties (DOC) stake by 3.3% in Q2 2026, buying an estimated $9.2K and bringing the position to 15,376 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

OneDigital Investment Advisors first reported a position in DOC in Q2 2017 and has held it in 27 quarters since. The position peaked at $465K in Q3 2024. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • OneDigital Investment Advisors held 15,376 shares of Healthpeak Properties worth $329K as of Q2 2026.
  • OneDigital Investment Advisors bought 493 Healthpeak Properties shares in Q2 2026, an estimated $9.2K.
  • Healthpeak Properties made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1253 holding.
  • OneDigital Investment Advisors first reported a position in Healthpeak Properties in Q2 2017 and has held it in 27 quarters since.
  • OneDigital Investment Advisors's Healthpeak Properties position peaked at $465K in Q3 2024.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.